Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 7.78%
2 GQGU 6.06%
3 GBDV 4.84%
4 NEWZ 4.28%
5 FMCE 4.24%
6 NLSI 4.17%
7 UTRN 4.05%
8 PFI 4.03%
9 HDV 3.74%
10 SSPX 3.44%
11 BOUT 3.21%
12 USCF 3.20%
13 BWTG 3.20%
14 BELT 3.03%
15 MFSV 2.97%
16 INNO 2.82%
17 GFGF 2.72%
18 BIBL 2.65%
19 ABIG 2.55%
20 SOVF 2.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 55.26M (9.49%) 593.61K
Increased by +1.07%
Dec 31, 25
2 BlackRock Inc 52.09M (8.95%) 3.39M
Increased by +6.51%
Dec 31, 25
3 State Street Corp 25.82M (4.43%) 6.93K
Increased by +0.03%
Dec 31, 25
4 State Street Corporation 24.41M (4.19%) -40.21K
Decreased by -0.16%
Mar 31, 24
5 Capital Research Global Investors 22.57M (3.88%) 11.43M
Increased by +50.63%
Mar 31, 26
6 Geode Capital Management, LLC 15.61M (2.68%) -47.22K
Decreased by -0.30%
Dec 31, 25
7 Capital World Investors 14.17M (2.43%) 4.65M
Increased by +32.81%
Mar 31, 26
8 Bank of America Corp 13.40M (2.30%) 22.90K
Increased by +0.17%
Dec 31, 25
9 JPMorgan Chase & Co 12.13M (2.08%) -3.38M
Decreased by -27.91%
Mar 31, 26
10 Massachusetts Financial Services Company 12.10M (2.08%) -680.01K
Decreased by -5.62%
Mar 31, 26
11 AllianceBernstein L.P. 10.38M (1.78%) -411.82K
Decreased by -3.97%
Dec 31, 25
12 Morgan Stanley - Brokerage Accounts 9.49M (1.63%) -845.17K
Decreased by -8.91%
Dec 31, 25
13 GQG Partners LLC 9.14M (1.57%) -1.29M
Decreased by -14.15%
Mar 31, 26
14 Goldman Sachs Group Inc 9.10M (1.56%) 5.71M
Increased by +62.76%
Dec 31, 23
15 Capital Research & Mgmt Co - Division 3 8.82M (1.52%) -6.10M
Decreased by -69.15%
Mar 31, 26
16 NORGES BANK 8.06M (1.39%) -19.72K
Decreased by -0.24%
Dec 31, 25
17 FMR Inc 6.91M (1.19%) -5.30M
Decreased by -76.73%
Dec 31, 25
18 Wellington Management Company LLP 6.51M (1.12%) 4.20M
Increased by +64.51%
Dec 31, 25
19 UBS Asset Mgmt Americas Inc 6.37M (1.09%) 691.63K
Increased by +10.85%
Mar 31, 26
20 Viking Global Investors LP 5.86M (1.01%) 4.72M
Increased by +80.47%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 18.62M (3.20%) 65.14K
Increased by +0.35%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 18.55M (3.19%) 5.71K
Increased by +0.03%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 16.66M (2.86%) 116.35K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 14.92M (2.56%) -155.72K
Decreased by -1.04%
Mar 31, 26
5 MFS Large Cap Value Equity 7.65M (1.31%) -570.23K
Decreased by -7.45%
Mar 31, 26
6 MFS Value A 7.65M (1.31%) -243.14K
Decreased by -3.18%
Mar 31, 26
7 iShares Core S&P 500 ETF 7.58M (1.30%) 22.23K
Increased by +0.29%
Apr 30, 26
8 Fidelity 500 Index 7.48M (1.29%) 22.31K
Increased by +0.30%
Mar 31, 26
9 SPDR® S&P 500 ETF 7.29M (1.25%) -106.64K
Decreased by -1.46%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 7.10M (1.22%) -37.15K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 7.08M (1.22%) 87.03K
Increased by +1.23%
Aug 31, 25
12 State Street® SPDR® S&P 500® ETF 7.01M (1.20%) 22.85K
Increased by +0.33%
Apr 30, 26
13 SPDR® S&P 500 ETF Trust 6.92M (1.19%) 15.66K
Increased by +0.23%
Apr 30, 24
14 Fidelity® 500 Index 6.82M (1.17%) 43.41K
Increased by +0.64%
Nov 30, 23
15 American Funds Invmt Co of Amer A 6.67M (1.15%) 2.95M
Increased by +44.19%
Mar 31, 26
16 Capital Group Investment Co of Amer Comp 6.67M (1.15%) 2.95M
Increased by +44.19%
Mar 31, 26
17 American Funds Growth Fund of Amer A 5.81M (1.00%) -869.76K
Decreased by -14.98%
Mar 31, 26
18 Capital Group Growth Fnd of Amer Comp 5.81M (1.00%) -869.76K
Decreased by -14.98%
Mar 31, 26
19 Vanguard Value Index Inv 5.42M (0.93%) -47.98K
Decreased by -0.89%
Mar 31, 26
20 American Funds American Balanced A 4.98M (0.86%) 2.15M
Increased by +43.24%
Mar 31, 26